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Original filing (PDF)20251010052321NAL0017756162001
PROSPER MARKETPLACE, INC.
Form 5500
FILING_RECEIVED
PROSPER MARKETPLACE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
410
Accounts w/ balance
693
Plan assets (EOY)
$61.2M
Net assets (EOY)
$61.2M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROSPER MARKETPLACE, INC..
Plan sponsor
Name
PROSPER MARKETPLACE, INC.
EIN
73-1733867
Address
221 MAIN STREET · 3RD FLOOR · SAN FRANCISCO, CA · 94105
Phone
(415) 528-6846
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $22K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PORTICO WEALTH ADVISORS, LLC | 27-1799818 | — | INVESTMENT/FINANCIAL ADVI | $74K | — |
Investments
36 direct securities· $60.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $9.8M | 15.9% | |
| FID 500 IND | Registered Investment Companies | — | — | $9.1M | 14.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $7.7M | 12.6% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $7.3M | 11.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $4.6M | 7.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $3.0M | 4.9% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $2.8M | 4.6% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $2.2M | 3.6% | |
| VANGUARD US GROWTH FUND ADM | Registered Investment Companies | — | — | $1.9M | 3.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.2M | 1.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.1M | 1.8% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $1.0M | 1.7% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $984K | 1.6% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $969K | 1.6% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $708K | 1.2% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $652K | 1.1% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $646K | 1.1% | |
| DFA US SM CAP PORTFOLIO INST | Registered Investment Companies | — | — | $636K | 1.0% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $635K | 1.0% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $533K | 0.9% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $478K | 0.8% | |
| FID US BOND IND | Registered Investment Companies | — | — | $450K | 0.7% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $394K | 0.6% | |
| DFA EMERGING MARKETS PORT INST | Registered Investment Companies | — | — | $321K | 0.5% | |
| DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $247K | 0.4% | |
| PIMCO COMM RL RET STR - INSTL | Registered Investment Companies | — | — | $246K | 0.4% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $229K | 0.4% | |
| DIMENSIONAL GLOBAL EQTY - INST | Registered Investment Companies | — | — | $149K | 0.2% | |
| DFA INTL VALUE PORT INST | Registered Investment Companies | — | — | $143K | 0.2% | |
| TCW METWEST TOTAL RET BOND PL | Registered Investment Companies | — | — | $139K | 0.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $125K | 0.2% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $121K | 0.2% | |
| DIMENSIONAL GL AL 60 40 PORT I | Registered Investment Companies | — | — | $94K | 0.2% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $58K | <0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $43K | <0.1% | |
| DIMENSIONAL GL AL 25 75 PORT I | Registered Investment Companies | — | — | $18K | <0.1% |